Lisa Snider

@West Oak Capital, Llc

Latest period2024 - Q4

Reported5d ago

Managed Assets$2.827M

Total holdings314

Assets growth rate-47.45%

Assets growth rate (2-Q avg)-72.64%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in West Oak Capital, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 314 positions.

Assets under management

The assets under management (AUM) of West Oak Capital, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 2.827M in assets, with a quarterly growth rate of -47.45% and a 2-quarter average growth rate of -72.64%. The portfolio is managed by Lisa Snider, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
FFord Motor Company New Recent Activity Exited	0%	$34 325 shares@ $0.11 avg price	Exited
KDKyndryl Holdings Recent Activity Exited	0%	$9 40 shares@ $0.23 avg price	Exited
OGNOrganon & Co Recent Activity Exited	0%	$4 22 shares@ $0.19 avg price	Exited
2877⤦Trump Media & Technology Recent Activity Exited	0%	$4 26 shares@ $0.16 avg price	Exited